Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.61 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49191.66 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43263.87 Kr¶
PnL: ---------------------------------------> -1611.71 Kr¶
DD now: ---------------------------------> -7.396 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 14:42:09.834505'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -2.610000 | 1507.470000 | 84.470000 | 5.940000 | 1423.000014 |
| Nederman Holding | 1 | 0.970000 | 208.000000 | 9.000000 | 4.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | 0.430000 | 920.880000 | 8.880000 | 0.970000 | 912.000000 |
| JM | 7 | 2.860000 | 957.600000 | 7.600000 | 0.800000 | 950.000002 |
| Atrium Ljungberg B | 5 | -0.890000 | 895.500000 | -8.500000 | -0.940000 | 904.000000 |
| ASSA ABLOY B | 4 | -0.530000 | 983.600000 | -9.400000 | -0.950000 | 993.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| Eastnine | 6 | -1.280000 | 646.800000 | -10.200000 | -1.550000 | 657.000000 |
| OX2 | 12 | 0.130000 | 892.200000 | -16.800000 | -1.850000 | 909.000000 |
| Biotage | 1 | -0.680000 | 132.100000 | -16.900000 | -11.340000 | 149.000000 |
| BioGaia B | 8 | -1.690000 | 885.600000 | -18.400000 | -2.040000 | 904.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3808.000000 | -26.000000 | -0.680000 | 3834.000000 |
| Alimak Group | 12 | -0.370000 | 979.200000 | -27.800000 | -2.760000 | 1007.000004 |
| Bufab | 3 | -1.020000 | 1047.600000 | -28.400000 | -2.640000 | 1076.000001 |
| Investor B | 3 | -0.260000 | 627.150000 | -30.850000 | -4.690000 | 657.999999 |
| INVISIO | 15 | -0.840000 | 3540.000000 | -32.000000 | -0.900000 | 3571.999995 |
| Sandvik | 4 | -0.830000 | 815.200000 | -32.800000 | -3.870000 | 848.000000 |
| Vitrolife | 3 | -2.280000 | 643.200000 | -33.800000 | -4.990000 | 677.000001 |
| Latour B | 4 | -0.960000 | 821.600000 | -34.400000 | -4.020000 | 856.000000 |
| AcadeMedia | 20 | -2.440000 | 942.400000 | -35.600000 | -3.640000 | 978.000000 |
| Vitec Software Group B | 2 | -0.930000 | 1066.000000 | -38.000000 | -3.440000 | 1104.000000 |
| Hexatronic Group | 15 | -0.890000 | 1032.000000 | -39.000000 | -3.640000 | 1071.000000 |
| Gränges | 10 | -2.010000 | 998.500000 | -40.500000 | -3.900000 | 1039.000000 |
| EQT | 4 | 0.480000 | 831.600000 | -41.400000 | -4.740000 | 873.000000 |
| Hoist Finance | 36 | -1.280000 | 968.400000 | -42.600000 | -4.210000 | 1010.999988 |
| SKF B | 5 | -0.870000 | 936.250000 | -43.750000 | -4.460000 | 980.000000 |
| Sagax B | 4 | -1.680000 | 841.200000 | -43.800000 | -4.950000 | 885.000000 |
| Byggmax Group | 33 | -1.340000 | 922.020000 | -44.980000 | -4.650000 | 966.999990 |
| Addnode Group B | 7 | -1.520000 | 859.600000 | -45.400000 | -5.020000 | 904.999998 |
| Sagax A | 4 | -0.940000 | 840.000000 | -46.000000 | -5.190000 | 886.000000 |
| Platzer Fastigheter Holding B | 12 | -0.660000 | 903.600000 | -47.400000 | -4.980000 | 951.000000 |
| Catena | 2 | -1.000000 | 755.200000 | -50.800000 | -6.300000 | 806.000000 |
| HEXPOL B | 8 | 0.360000 | 890.400000 | -66.600000 | -6.960000 | 957.000000 |
| Orrön Energy | 170 | -1.120000 | 1953.300000 | -92.700000 | -4.530000 | 2045.999980 |
| Hexagon B | 26 | -1.400000 | 3291.600000 | -128.400000 | -3.750000 | 3420.000012 |
| VEF | 788 | -0.980000 | 1750.940000 | -152.060000 | -7.990000 | 1903.000300 |
| Sedana Medical | 93 | 1.380000 | 2596.560000 | -387.020000 | -12.970000 | 2983.577733 |
| TOTAL | 43263.870000 | -1611.710000 | -7.39583% | 44875.578016 |
Updated:¶
'2023-06-22 14:42:26.210879'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
